Project Journal Category

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The Project Journal category screen gives you an option of adding a customized category to the existing built-in Web Suite journal categories like Billing Review, Invoice Review, Manual Invoice, General etc. Journal notes can then be saved under the newly created category. With this newly added journal category feature, the scope of journals has been extended and you can use these categories according to your needs. For example, you can create a journal category, wherein you can save notes of phone conversations with the client.

 

Journal Category Grid

 

The grid contains the fields, mentioned below:

 

Description:

Enter the text that describes the type of journal. Field size should not exceed 65 characters.

 

In Active:

Mark the option, if you don't want the specific journal category to appear in Project Journal screen.

 

Actions:

Use the following grid actions to manage journal categories:

 

Edit:

Click to make changes to an existing journal category.

 

Update:

Click to save the changes made to the journal category.

 

Cancel:

Click to exit edit mode without saving changes made to a category.

 

Delete :

Click to delete a journal category.

 

Saveimage\Save_Record.gif:

Click to save a new journal category.

 

Journal Category Button Panel

 

Help:

Opens the Web Suite Help in the Journal Category section.

 

Print:

Click to print the Project Journal Category Report.

 

New:

Click to add a new journal type. Enter the name for journal type in the textbox. Click the Save button to save the record.

 

Return:

Closes the Journal Category screen and takes you back to the Project Journal screen.

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